MSFT icon

Microsoft

5,774 hedge funds and large institutions have $2.67T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,551 increasing their positions, 2,601 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

1.17% more ownership

Funds ownership: 70.92%72.09% (+1.2%)

1% more funds holding

Funds holding: 5,7245,774 (+50)

2% less repeat investments, than reductions

Existing positions increased: 2,551 | Existing positions reduced: 2,601

Holders
5,774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,130
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.8B
Puts
$45.7B
Net Calls
Net Calls Change

Top Sellers

1 -$26B
2 -$3.54B
3 -$2.92B
4
Morgan Stanley
Morgan Stanley
New York
-$2.36B
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.85B
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2026
BNC Wealth Management
Oregon
$18.8M
GBT
2027
Grove Bank & Trust
Florida
$18.7M
HCM
2028
Huber Capital Management
California
$18.7M
EBT
2029
Enterprise Bank & Trust
Massachusetts
$18.7M
TWM
2030
TLW Wealth Management
Florida
$18.6M
LT
2031
Legacy Trust
Michigan
$18.6M
WAS
2032
WESPAC Advisors SoCal
California
$18.6M
FFS
2033
Fischer Financial Services
Pennsylvania
$18.6M
HCM
2034
Hall Capital Management
Rhode Island
$18.5M
MA
2035
MYDA Advisors
New York
$18.5M
WHGC
2036
Wealth High Governance Capital
Brazil
$18.5M
FNBTCON
2037
First National Bank & Trust Co of Newtown
Pennsylvania
$18.5M
APWM
2038
Argonautica Private Wealth Management
Massachusetts
$18.5M
CI
2039
Cavalier Investments
Georgia
$18.5M
MJP
2040
Michael J. Puzo
$18.4M
OCAM
2041
Owl Creek Asset Management
New York
$18.4M
AA
2042
Armis Advisers
Georgia
$18.4M
CAM
2043
Costello Asset Management
Pennsylvania
$18.4M
HWMO
2044
Heritage Wealth Management (Ohio)
Ohio
$18.4M
V
2045
VeraBank
Texas
$18.3M
DA
2046
Dover Advisors
Virginia
$18.3M
SAW
2047
Signal Advisors Wealth
Michigan
$18.3M
HW
2048
HORAN Wealth
Ohio
$18.3M
NC
2049
NBW Capital
Massachusetts
$18.3M
FAM
2050
Formidable Asset Management
Ohio
$18.3M